Screener
MSMR vs MSSS
McElhenny Sheffield Managed Risk ETF vs Monarch Select Subsector ETF
Key differences
- MSMR costs 0.37% less per year.
- MSMR follows a active selection strategy; MSSS uses index tracking.
Side-by-side comparison
| MSMR | MSSS | |
|---|---|---|
| Annual cost (TER) | 1.06% | 1.43% |
| Fund size (AUM) | $166M | $128M |
| Since | 2021 | 2024 |
| Dividend yield | 1.88% | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.9% | +23.3% |
| CAGR 3Y | +20.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | N/A |
| Volatility 1Y | 12.03% | 13.19% |
| Max drawdown | -14.86% | -19.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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